LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.3B
AUM Growth
-$1.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$21.5M
2
+$12.5M
3
+$11.6M
4
DKS icon
Dick's Sporting Goods
DKS
+$10.2M
5
VEEV icon
Veeva Systems
VEEV
+$10.1M

Top Sells

1
+$11.5M
2
+$11.3M
3
+$11M
4
TJX icon
TJX Companies
TJX
+$8.15M
5
GDDY icon
GoDaddy
GDDY
+$7.23M

Sector Composition

1 Technology 38.85%
2 Healthcare 15.75%
3 Financials 11.64%
4 Consumer Discretionary 10.93%
5 Communication Services 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$146K ﹤0.01%
5,289
-855
302
$145K ﹤0.01%
462
303
$145K ﹤0.01%
1,220
+320
304
$140K ﹤0.01%
1,370
305
$138K ﹤0.01%
1,820
306
$136K ﹤0.01%
+1,402
307
$134K ﹤0.01%
847
308
$133K ﹤0.01%
1,988
309
$132K ﹤0.01%
1,039
-151
310
$130K ﹤0.01%
1,122
311
$126K ﹤0.01%
500
312
$122K ﹤0.01%
11,979
313
$122K ﹤0.01%
1,233
314
$122K ﹤0.01%
1,500
315
$122K ﹤0.01%
1,700
316
$121K ﹤0.01%
10,000
317
$120K ﹤0.01%
2,455
318
$119K ﹤0.01%
3,835
319
$118K ﹤0.01%
1,300
320
$116K ﹤0.01%
2,428
+1,703
321
$113K ﹤0.01%
5,000
-6,835
322
$113K ﹤0.01%
1,295
323
$108K ﹤0.01%
2,735
324
$107K ﹤0.01%
202
325
$107K ﹤0.01%
1,822
11 12
13
14 15